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Rental Management
Formerly SRM and Texada Web
Getting Started (Classic)
Counter (Classic)
- Add a product replacement cost to a Contract in SRM
- VIDEO: How to Pay an Invoice from Counter Payments
- VIDEO: How to Create a Credit Invoice
- VIDEO: How to Edit an Unposted Miscellaneous Invoice
- VIDEO: How to Take a Payment on the Invoice Totals Screen
- VIDEO: How to Hold/Release an Unposted Invoice
- VIDEO: How to Add/Remove Damage Waiver on an Invoice
- VIDEO: How to Add a Service to an Invoice
- VIDEO: How to Reverse a Deposit on a Contract
- VIDEO: How to Exchange an Asset on a Contract with a Pickup Ticket
- VIDEO: How to Dispose of a Rental Asset
- VIDEO: How to Return a Contract and Create an Invoice
- VIDEO: How to Apply a Payment to a Customer Account from the Counter Operations
Backoffice (Classic)
- VIDEO: How to Complete Daily Close #1: Invoice Edit
- VIDEO: How to Complete Daily Close #2: Generate Postings
- VIDEO: How to Complete Daily Close #3: Post Invoices
- VIDEO: How to Allocate a Bulk Disposal
- VIDEO: How to Complete a Cycle Billing
- VIDEO: How to Reverse / Correct a cycle billed Invoice (Unposted)
- VIDEO: How to Credit a Posted Cycle Billed Invoice
Inventory Control (Classic)
- Tracking Deprecation of a Non-Rental Asset
- Product Status Codes
- Print Product Barcode Labels from SRM
- Service Vans as Inventory Locations
- Vendor Part List Upload Process
- Bulk Products and Non-Bulk Products
- Classes, Groups, and Products
- Rental Products and Sale Products
- Serialized Products and Non-Serialized Products
- Asset Tags
Purchase Orders (Classic)
Operators (Classic)
- Add a Division to an Operator in SRM
- Add an Operator to Multiple Divisions in SRM
- Create a Security Role in SRM for a Texada Web and/or Texada Mobile User
- Create a Texada Web and/or Texada Mobile User in SRM
- Add a Mechanic in Texada SRM
- Create GateWay Login Credentials for a Salesperson in SRM
- Enable an SRM User to Access Texada Web and/or Texada Mobile
- Enable an SRM User to Access Texada Web and/or Texada Mobile as a Driver
- Remove a User from Rental Management (Next)
- Create a User in SRM
Utilities (Classic)
System Maintenance (Classic)
- Configure Alternate Languages in Texada SRM
- Assign a Role to an Unassigned Menu After an Upgrade or New Installation in SRM
- Assign Permissions and Menu Access to a Role in SRM for a Texada Web and/or Texada Mobile User
- Credit Card Scanners
- Set Up the Date Range Control in SRM
- Enable an EFT Payment for Accounts Payable in SRM
- Marketing Codes and Default Comments on Documents
- Set Up a Marketing Code in SRM
- VIDEO: How to change the Logo on your customer documents
- VIDEO: How to Configure and use the Landed Cost Factor
Integrations (Classic)
- Configure Presentation Themes for Texada GateWay
- Texada SRM - Vertex Integration
- Configure SRM to Send System Emails
- Set Up SRM to Enable Customers to Create GateWay Accounts
- About Permissions and Menu Access for Texada Web and Texada Mobile
- Configuring Tax Tables by Postal/Zip and Importing from Avalara
- View the Texada Pay Payment Log in SRM
- XML Parser Configuration for AR, AP, and GL Exports
- Telematics Providers
- Avalara
- Twingate
- FAQ: Twingate Migration for ODBC / SDK Customers
- CAT Rental Store Integration
- New SRM API Endpoint - Update Telematics
- DBS Integration with Texada Rental Management
Troubleshooting (Classic)
- Customer Invoices are not posting
- Customer Invoices not posted On Account
- Disposed or Lost Equipment
- Unable to log in: IP Session Key Error
- Document Locks: General Information
- Email sent to a customer does not arrive
- Error: "Record not in File, or is a Restricted View"
- How to clear a "Invoice (Or Other) In Use" notification
- How to Resolve Date Errors in SRM
- Menu options missing. Fields are greyed out
- "Error Configuring EMV device" when processing an Open Edge Transaction
- "Send As Denied" Error emailing from SRM
- Service Levels - How to find help
- SRM SAAS Performance and Network Information
- Systematic Data Check: Logins Disabled
- Troubleshoot Connection Error on SRM Client
- Unable to bill a Sales Order
- Error: "Unable to generate document for form .jasper"
- Unable to log into SRM
- Unable to print a document: Pop-Up Blocker
- Unable to send email from SRM
- Using Gmail to send email in SRM
- Windows XP support
- Change Contract Dates in SRM
- Unable to View Invoice in Customer Account Inquiry
- Background Tasks Are Inactive
- "Syserr(1): Error Reading Log" Error When Running the "Export A/R Invoices" Utility
- Daily Close Cash Balance Error
- Unable to Log In to SRM - Unable to Locate Login Confirmation Email
- Troubleshooting Balance Sheet Discrepancies
- OpenClient Landing Page: "This site can't be reached" Error
Resources (Classic)
Getting Started (Mobile)
- Getting Started with Texada Mobile
- Download, Install, and Update Texada Mobile
- Log In and Out of Texada Mobile
- Introduction to the Texada Mobile Dashboard
- Change Location and Division in Texada Mobile
- Clock In and Out of Texada Mobile
- Reset Your Password in Texada Mobile
- Using Texada Mobile in Areas with Poor Reception
- Add a Photo to a Document in Texada Mobile
- The User Menu (Texada Mobile)
- Access Texada Web from Texada Mobile
- Scan a Product Barcode in Texada Mobile
- Electronically Sign a Document in Texada Mobile
In-Yard Returns (Mobile)
Schedule (Mobile)
Notifications (Mobile)
Asset Management (Mobile)
Staging (Mobile)
Getting Started (Next)
- About Texada Web and Texada Mobile
- Reset a Password in Texada Web
- Clock In and Out of Texada Web
- Introduction to the Texada Web Dashboard
- About Users in Texada Web and Texada Mobile
- About Divisions and Locations
- About Customers
- Working with Tables
- Exporting the Contents of a Table
- The View Manager
- About Super Admins
- About Instances
- Add A Site to a Document in Texada Web
- Help and Feedback
Dashboard (Next)
Tickets (Next)
- About Tickets
- The Delivery Tickets List
- The Ticket Scheduling Page
- The Task Tickets List
- Edit the Origin or Destination Address of a Ticket in Texada Web
- The Pickup Tickets List
- The Ticket Map
- Texada Web and Mobile Ticket Statuses
- Create a Ticket in Texada Web
- View and Edit a Ticket in Texada Web
- Assign and Schedule a Ticket in Texada Web
- Close or Cancel a Ticket in Texada Web
Contracts (Next)
- The Contract List Page
- The Contract Calendar
- Create a Contract in Texada Web
- View and Edit a Contract in Texada Web
- View the Electronic Signature Status of a Contract
- Electronically Sign a Contract in Texada Web
- Product Kits
- Quick-Create a Customer in Texada Web
- The Create / Edit Contract Page
- Product Substitution
- Product Exchanges
- The Contract Draft List Page
- Off Rentals
- Missed Rentals
- Availability Calendar
- Draft Contracts
Customers (Next)
Returns (Next)
Inventory (Next)
- The Asset List Page
- The Parts List
- The Requested Parts List
- The Rental Board
- About the Digital Rental Board in Texada Web
- Create an Asset in Texada Web
- View and Edit an Asset in Texada Web
- Create a Part in Texada Web
- View and Edit a Part in Texada Web
- The Customer Owned Asset List
- The Create / Edit Customer Owned Asset Page
- Customer Owned Assets